|Retirement Planning Services, a partner with ClearLogic Financial, is a fee-only financial services company with over 30 years of investment management
and financial/retirement planning experience.
Specializing in a personal, engaging approach, we advise a wide variety of clients–providing long-range planning, mid-career strategizing, and guidance for retirement.
ClearLogic Financial planners are well known experts on the Federal Retirement & Benefit areas. This enables us to identify and advise Federal Retirees on a wide range of important Federal retirement planning and investment issues.
We help our clients build a clear path to financial security–an essential step amid what can seem like a bewildering array of choices and an uncertain economy.
We conduct instructional seminars in financial planning, personal finance, and retirement planning to Federal, State, and local government employees and businesses in the private sector.
As fee-only firms, Retirement Planning Services and ClearLogic Financial have no ties to any financial institution, and receives no commissions, fees, or other income from the products and services we recommend. We are compensated solely for planning services,
which frees us to act exclusively on our clients' behalf as an objective and unbiased advisor.
To learn more about our investment advisory and financial planning services call:
Updates & Commentary
“Understanding the Net Investment Income Tax,” “Should I pay off my student loans early or contribute to my workplace 401(k)?” and other articles (July 28, 2016)
Resources Added to Same-Sex Resource Center
(May 23, 2016)
Estate Planning for Same-Sex Couples
Retirement Benefits for Same-Sex Married Couples
Marriage and Money: Six Tips for Same-Sex Couples
Should You Pay Off Debt or Save For Retirement?
(For over 50 educational videos, visit the
Videos and Multimedia page.)